Marketing Models, Standard Documents, and Educational Material

This section includes standardized outreach and educational material for Medicare Advantage Plans, Medicare Advantage Prescription Drug Plans, Prescription Drug Plans, and 1876 Cost Plans.

Agent/Broker Training & Testing Guidelines

View the Agent/Broker Training & Testing Guidelines in the Downloads section below. Agent/Broker Training & Testing Guidelines are posted for Plans/Part D sponsors to use at a minimum, and is a high-level breakdown of the criteria for development of individual training and testing for agents/brokers.

CMS Model Materials

View the model materials in the Downloads section below. Model materials include: the standardized Annual Notice of Change (ANOC) and Evidence of Coverage (EOC) templates and instructions, ANOC/EOC Errata, and Provider Directory.

NOTE: As of September 2026, documents for coverage years 2022 and older have been archived. For access to these documents, please reach out to Marketing @cms.hhs.gov.